Industry's most simplified, economical and innovative solution is here. Optiwealth is our new product.
Optiwealth
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Industry's
Solution for MFDs
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Industry's
Industry's most simplified, economical, and innovative business solution for MFDs is here. Optiwealth is our new product. It is also the industry's lowest-cost product in its category, backed with high-end technology and quality customer service.
The Cloud Advantage Access Anytime, Anywhere
Transact Online across all Mutual Fund schemes
Business data in one place of All AMCs, from All RTAs
Client's Portfolio & Reports at Family Level
Login for you as well as your Clients on the App & Website
No Capping on Clients & Transactions
Optiwealth
One Single Platform
Manage your entire mutual fund business from one place. Check Client Portfolio, Send Reports, on-board clients, Transact Online & more.
Get Demo- Your business data from all R&T
- Access Anytime, Anywhere
- Client Onboarding and management
- Business essential reports
- Family Level Login & Portfolio reports
- Online Transactions
- Wealth Calculators
- Your self branding in the platform
Optiwealth
Optiwealth Mobile App
Power in your pocket.
Optiwealth App for you and your clients.
Get the Anytime, Anywhere On The Go experience.
- Login for you & your clients
- Family Level Portfolio
- Transact from the App
- Explore Funds & Digital Factsheet
- Wealth Calculators
- Essential Reports
Optiwealth
Online Transactions across all MF schemes
Online Transactions are integrated with BSE StAR MF platform, which enables transactions from the Optiwealth portal and Optiwealth Mobile App without needing to login to BSE's platform.
Talk to a Specialist- Purchase
- SIP
- Redeem
- Switch
- STP
- SWP
